The Do Good Tour Stops in Crown Point, IN

The Do Good Tour made a stop at the Hub City Races in Crown Point, Indiana last Sunday.

Hometown Happenings and TrueWealth Advising Group teamed up to help promote reading and literacy in Northwest Indiana by encouraging participants and spectators to donate new and gently used books to the team under the Do Good Tour tent. (more…)

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App Kits (including HIPAA), Premium Submission, Annuity Product Training

The Interest Crediting forms have been updated in all of the application kit series listed below. Both the stand alone forms and kits will be available for ordering on September 12, 2017.

LSW Life Insurance 8121 Application Kits (revision date is (0917))

  • 8613(0616) – Interest Crediting Strategies, Cat. No. 53006
  • 8164(0917) – HIPAA Compliant Authorization (State specials include KS, KY, MN, NY, OK & VT)
  • 4506T(0717) – Request for Transcript of Tax Return

 

NL Life Insurance 9212 Application Kits (revision date is (0917))

  • 8411(0616) – Interest Crediting Strategies, Cat. No. 53006
  • 8164(0917) – HIPAA Compliant Authorization (State specials include KS, KY, MN, NY, OK & VT)
  • 4506T(0717) – Request for Transcript of Tax Return

 

For both NL & LSW

20007 Application kits (revision date is (0917))

  • 1441(0917)instr – After Issue Contract Change Quick Reference Guide
  • 8411(0917) – Interest Crediting Strategies, Cat. No. 53005
  • 8613(0917) – Interest Crediting Strategies, Cat. No. 53006
  • 8164(0917) – HIPAA Compliant Authorization (State specials include KS, KY, MN, NY, OK & VT)

 

1441 Application kits (revision date is (0917))

  • 1441(0917)instr – After Issue Contract Change Quick Reference Guide
  • 8411(0917) – Interest Crediting Strategies, Cat. No. 53005
  • 8613(0917) – Interest Crediting Strategies, Cat. No. 53006
  • 8164(0917) – HIPAA Compliant Authorization (State specials include KS, KY, MN, NY, OK & VT)

 

The following NY kit updates include:

1441NY(0917)K – Policy Change Application Kit

  • 8164NY(0917) – HIPAA Compliant Authorization

9212NY(0917)K – Life Application Kit

  • 8164NY(0917) – HIPAA Compliant Authorization
  • 4506T(0917) – Request for Transcript of Tax Return

20007NY(0917)K – Term Conversion Application Kit

  • 8164NY(0917) – HIPAA Compliant Authorization

 

1. Call in initial payment (Life and Annuity)

Parameters:

For newly issued cases, utilize this service for initial premium payments.

  • Applies to newly issued policies.
  • Only available for initial premiums for quarterly, semi-annual and annual premium modes.
  • Available for monthly Electronic Funds Transfer (EFT) mode if client did not elect to draft the initial premium.
  • Applies to individual policy owners and individual depositor.
  • Calls will only be accepted until 4:45 pm ET and are recorded. Payments received after 4:00 pm ET will be posted the following business day.
  • This service does not allow for the establishment of an EFT account.

Instructions:
Policy owner and depositor (if different) must be on the call together to authorize the premium draft.
Call the Contact Center at 1-800-732-8939
Provide Required Information:

Policy Number
Initial Premium amount
Bank routing number
Checking or savings account number

 

2.  Wire Instructions (Life and Annuity)

  • JPMorgan Chase
  • NY NY
  • ABA No: 021000021
  • Acct. Name: National Life
  • Acct. Nos. Life Business use Acct. No. 323115888, Annuity Business use Acct. No. 08805011770
  • Reference policy number and/or proposed insured’s name

3.  Submit a Completed Copy of a Check for the Initial Premium

  • For Life business, send a copy of a check via e-mail to the PremAccounting&GroupBill@NationalLife.com mailbox with a request to process the payment via the copy of the check.
  • For Annuity business, send a copy of a check via e-mail to the Billing@NationalLife.com mailbox with a request to process the payment via the copy of the check.
  • Banking information from the copy of the check will be utilized to draft the initial premium due from the checking account; the account will be debited within 48 hours.
  • We do not want the live check submitted; this will result in double payment.

Exclusions:

  • Money Orders
  • Cashier’s Checks
  • Amounts exceeding $999,999 (please send ACH or Wire)
  • Transfer checks from another company
  • An email will be sent to the agent advising that the payment was received and processed.

4.  Submit an Initial Premium via Lock Box (Annuity only)

For all business except California group business, please submit the initial premium check along with the premium notice to:
National Life
PO Box 121109, Dept 1109
Dallas, TX 75312-1109

For California group business, please submit the initial premium check along with the premium notice to:

National Life
Dept LA 21527
Pasadena, CA 91185-1527

TC92845(1116)

 

Effective September 11, 2017:

All Annuity Product Training will be available through the National Life Group Agent Portal.

As a reminder, most states require one or two levels of Annuity Training prior to soliciting any annuity business.  Please be sure you’ve completed your training certification(s) in advance of soliciting business to ensure your New Business annuity application is in good order.

 

Highlights of the Improvements
  • 90% reduction in the number of training pages
  • ONE certification for ALL product training
  • Streamlined content organized by product type
  • Content available on web portal

What’s Staying the Same
  • State training will continue to be available through RegEd or any approved provider
  • Introduction of new products may require additional training

To access Annuity Product Training, login in to the portal, navigate to Training/Product and select Product Training.

Annuity Product Training will no longer be available via the RegEd Platform.

TC97205(0917)1

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